Account Associate - Commercial Lines

Insurance Office of America•Burbank, CA

17d•$52,000 - $62,000•Hybrid

About The Position

Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality. Ensure no liability associated with errors or omissions occurs. Responsibilities include resolving basic and routine administrative and customer service issues.

Requirements

2+ years of industry experience, OR 5+ years of related experience in customer service
Thorough knowledge of insurance brokerage and client needs
Required active licensing
Strong analytical, problem-solving, and decision-making skills
Exceptional customer service, communications. multitasking, and organizational skills
Proficiency in MS Office (Outlook, Word, Excel)
High School Diploma (or equivalent)

Responsibilities

Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant.
Assist with general office tasks and administration.
Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders.
Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows.
Maintain accurate and up-to-date data in agency systems.
Ensure timely completion of tasks and activities.
Keep the account team informed of workload status and any issues.
Provide proactive and responsive service.
Ensure productivity and quality standards are met.
Participate in team building and promote a positive work environment.
Seek and adopt best practices.
Stay updated on company policies and procedures.
Enhance technical skills and industry knowledge.
Foster positive relationships with colleagues and leadership.
Demonstrate integrity and leadership.